U-Haul Holding Company

NYSE:UHAL.B Stock Report

Market Cap: US$12.1b

U-Haul Holding Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:UHAL.B Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
22 Feb 24SellUS$192,960John BroganIndividual3,000US$64.32
16 Nov 23SellUS$6,946,975Mark ShoenIndividual132,500US$52.43
13 Jun 23BuyUS$74,390Karl SchmidtIndividual1,500US$49.65

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of UHAL.B?
Owner TypeNumber of SharesOwnership Percentage
State or Government49,6600.0253%
Employee Share Scheme826,6060.422%
Individual Insiders1,735,4550.885%
General Public34,695,40117.7%
Institutions73,120,68237.3%
Private Companies85,650,07643.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 74.35% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
43.7%
Foster Road LLC
85,621,610US$5.3b0%no data
5.18%
The Vanguard Group, Inc.
10,150,595US$627.6m-0.02%0.01%
3.87%
Yacktman Asset Management LP
7,588,336US$469.2m-4.51%3.19%
3.06%
BlackRock, Inc.
5,998,080US$370.9m0.3%0.01%
2.17%
Dimensional Fund Advisors LP
4,263,761US$263.6m-6.75%0.04%
1.95%
Abrams Capital Management, L.P.
3,822,231US$236.3m-6.09%3.85%
1.81%
FMR LLC
3,548,451US$219.4m-1.92%0.01%
1.39%
Smead Capital Management, Inc.
2,723,694US$168.4m4.27%2.65%
1.3%
State Street Global Advisors, Inc.
2,558,267US$158.2m2.33%0.01%
1.24%
Wellington Management Group LLP
2,433,512US$150.5m-21.8%0.02%
1.02%
Southpoint Capital Advisors LP
2,000,000US$123.7m119%2.51%
0.89%
Scharf Investments, LLC
1,745,199US$107.9m-2.91%2.93%
0.87%
Geode Capital Management, LLC
1,698,347US$105.0m3.48%0.01%
0.76%
Artisan Partners Limited Partnership
1,497,714US$92.6m-1.78%0.08%
0.75%
Reinhart Partners, LLC
1,480,145US$91.5m-2.98%3.74%
0.65%
Sophia Shoen
1,268,522US$78.4m0%no data
0.65%
Perpetual Limited
1,266,463US$78.3m-0.64%0.24%
0.61%
Norges Bank Investment Management
1,191,595US$73.7m0%no data
0.49%
Hotchkis and Wiley Capital Management, LLC
953,745US$59.0m15.4%0.19%
0.42%
AMERCO, ESOP
826,606US$51.1m0%no data
0.38%
Schroder Investment Management Limited
737,478US$45.6m0.68%0.03%
0.35%
Charles Schwab Investment Management, Inc.
681,365US$42.1m-28.8%0.01%
0.31%
Tweedy, Browne Company LLC
607,080US$37.5m-0.05%0.47%
0.29%
Northern Trust Global Investments
566,690US$35.0m-5.77%0.01%
0.29%
Bruce & Co Inc
564,155US$34.9m-7.08%12.02%
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